We have great news! MoxiWorks is integrated with DocuSign! Here you can manage your DocuSign Transaction Rooms and your E-signature accounts!

Using DocuSign in Engage

In your Engage account you can create a DocuSign Transaction Room!

1. When you have a transaction in Engage select the Details
   
   
2. Scroll to the bottom of the details page and you will see the DocuSign integrations! Select Create Room.
   
   
   
   
3. This will create your DocuSign transaction room! You will see your details page which will bring over any information in Engage to the DTR.
   
   
4. You can edit any of the fields in this Transaction Room as the information becomes available to you!
   
   
5. From the Documents Tab you can see any of the documents associated with this DTR!
   
   
6. From the People Tab you can define who is associated with this transaction!
   
   
7. If you would like to see all of the transactions you currently have. Select the Transactions Tab, which will show you all of the DTRs you are currently working!